Quick Start
Get started with Needle in minutes
Before You Begin
- • Create your free Needle account - no credit card required
- • Have your documents ready (PDFs, Word docs, text files)
- • For image and table support, activate your 7-day Pro Trial
Get Started in 2 Minutes
Start using Needle with your documents:
- Log into your Needle dashboard
- Go to your collection or create a new one
- In the files tab, upload documents or add URLs
- Ask questions and get instant answers
- Upgrade to Pro Trial for image and table support
First Steps
Begin with basic document processing
1. Working with Documents
- • Upload individual files or folders
- • Organize documents into collections
- • Ask questions like:
- - "What is Jan Heimes EIN number?"
- - "What are the contract details we have had with Google in January 2025?"
- - "What is the capital of the Australia?"
- - "What are key features of the Needle?"
2. Connect Your First Data Source
- • Set up Gmail Connector
- • Set up Google Drive Connector
- • Set up Notion Connector
Advanced Setup
Customize and optimize your experience
Customization Options
- • Configure custom LLM settings
- • Set up data refresh schedules
- • Define access permissions
Team Configuration
- • Invite team members
- • Set up shared collections
- • Manage API keys
Next Steps
Make the most of Needle
Expand Your Usage
- • Explore advanced connectors
- • Set up automated workflows
- • Create custom agents
- • Use the API integration
Resources
- • Check out our documentation
- • Join our Discord community
- • Watch tutorial videos
- • Contact support